Trust Department Officer
Switchboard is seeking a Trust Officer for a well-established, privately held community bank. This role is ideal for a trust professional who can administer complex accounts with precision and build relationships to grow the business. You'll set the strategic direction of the Trust Department while staying hands-on with estates, personal trusts, retirement plans, and more. This position can be based in Nebraska or Colorado, with travel to customers between states. A signing bonus may apply.
About Our Client
Our client has been a cornerstone of community banking for over a century, built on a mission of honest, reliable banking for families and businesses. Locally owned and privately held, the bank has grown to over a billion dollars in assets and operates across multiple states in the Central and Southwest U.S. Known for outstanding customer service, community involvement, and sound banking practices, the bank offers competitive products and services with the personal attention only a community bank can provide. Approaching a major anniversary milestone and led by a multi-generational ownership family, it continues to thrive as a trusted financial partner.
Responsibilities
- Administer a variety of trust accounts — including Estates, Personal Trusts, Conservatorships, Qualified Retirement Plans and IRAs, Personal and Corporate Agencies, and Escrows — in accordance with governing instruments, bank policy, and legal requirements
- Partner with active and prospective trust customers and their legal and accounting advisors to develop or improve individual and business estate plans and related trust business
- Drive business development by building and sustaining relationships with legal, accounting, insurance, real estate, and brokerage professionals in the local market; proactively network and seek referrals
- Establish the overall direction of the Trust Department in alignment with bank objectives; develop and execute strategies for profitable growth, including targeted marketing plans for current and emerging trust markets
- Set clear, measurable performance standards for direct reports and provide timely feedback, both positive and corrective
- Assist with bond payments where the bank serves as Paying Agent and Registrar, and stay current on relevant market and regulatory developments
Requirements
- Bachelor's degree from a four-year college or university required; law degree helpful but not required
- 5 years of related trust, accounting, or legal experience, or an equivalent combination of education and experience
- Strategic planning experience and strong business development/sales skills
- Exceptional attention to detail, professionalism, and discretion with confidential matters
- Proficiency in Microsoft Office and QuickBooks
- Flexibility to travel to customers between Nebraska and Colorado
Additional Details
Sponsorship is not available. This position is open only to candidates with legal authorization to work in the United States.
Pay
Compensation range: $100,000 – $180,000
Benefits
- Competitive benefits package including 401(k) match
- Health insurance
- Paid time off